Operations Support Specialist

Role
Experienced Operations Support Specialist for a fast-growing and highly acquisitive retail broker/dealer and federally-covered registered investment adviser (RIA) with a national footprint.
Position Objective, Typical Duties and Responsibilities
World Investments, Inc. (World) is seeking a motivated, detail-oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical operational support to internal resources as well as our firm’s advisors and their staff members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Duties will include, but are not limited to:

• Serves as first point of Operations contact onboarding new client accounts to the firm across a variety of technologies.
• Provides front-line support for a suite of advisor and client-facing systems, ensuring a smooth and efficient user experience.
• Creates reports to build efficiencies, pinpoint key performance metrics, and actively contributes to implementing processes that elevate team performance.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulatory standards.
• Acts as mentor and resource to junior team members; fosters a collaborative environment, manages team workflow to enhance overall operational efficiency.
• Other duties and responsibilities as assigned while contributing proactively to the success of the team and adapting to evolving operational demands.

Position Requirements
Technology - Required
• Must have experience with Pershing’s NetX360+
• Experience with Envestnet’s Advisor Platform
Technology - Preferred
• PershingX (formerly Albridge)
• Excel
• Square9 – Global Search
• DST Vision
Education/Experience & Licensing/Certifications
• High School Diploma or equivalent and five (5) years of financial services industry service experience; or
• An equivalent combination of experience, education, and/or training as approved by the hiring manager.
• SIE and Series 7 required.
• Series 24 preferred.
Success at World
• Has ability to contribute to the enhancement and implementation of firm operational processes and procedures
• Ability to work independently in a fast-paced environment
• Possesses a passion to help team members and advisor clients; provide a high level of customer service
• Strong process and planning orientation
• Designs efficient systems, seeks productivity
• Ability to enthusiastically support the and promote firm leadership goals
• Must maintain client confidentiality; demonstrate integrity and code of ethics
• Accountable, adaptable, and flexible
• Attention to detail & ability to multi-task
• Strong verbal and written communication skills
• High level of team orientation; strong interpersonal communication skills
Compensation
The salary for this position generally ranges between $45,000 - $70,000. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs. The firm also has a bonus program.
Perks & Benefits
• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible/Unlimited Paid Time Off Policy
• Paid Mental Health Days
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
About World Investment Advisors
World Investments, Inc. is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, World Investments, Inc. supports $9B assets1 across 90 offices and 225 team members.
Stimulating Environment
At World Investments, Inc. we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investments, Inc.?

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

World Investments, Inc. is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World Investments, Inc. is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that make us all different.
 

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
 World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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